Q1业绩超预期难掩AI焦虑：Adobe(ADBE.US) CEO掌舵18年后辞职，股价盘后跌超7%

智通财经网03-13

智通财经APP获悉，面对市场对其在人工智能时代能否持续领先的深切疑虑，Adobe公司(ADBE.US)首席执行官山塔努·纳拉延将辞去在这家创意软件巨头的掌舵职务。同日，公司发布第一财季报告，营收与业绩均超出市场平均预期。Adobe周四发布声明称，现年62岁的纳拉延在担任CEO长达18年后将卸任，但会留任至继任者确定，并继续担任董事会主席。市场研究机构Emarketer分析师格蕾丝·哈蒙在一封电邮中...

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AI模型，均由竞争对手打造。负责物色继任者的董事会首席独立董事弗兰克·卡尔德罗尼表示：\"我们正专注于为公司下一个激动人心的增长篇章挑选合适的领导者，并感谢山塔努在CEO岗位上持续领导，以确保平稳过渡。\"纳拉延在财报发布后的电话会议上表示，与去年同期相比，Firefly等公司AI优先产品的年度经常性收入在第一财季增长了两倍多。去年9月，公司曾表示这些产品的销售额已超过2.5亿美元。同一天，Adobe预计截至5月的本季度营收将在64.3亿至64.8亿美元之间，分析师平均预估为64.3亿美元;剔除部分项目后的每股利润预计为5.80至5.85美元，平均预估为5.70美元。在截至2月27日的第一财季，销售额增长12%至64亿美元，高于分析师平均预估的62.8亿美元。调整后每股收益为6.06美元，平均预估为5.88美元。其中，创意和营销专业人士贡献了43.9亿美元的订阅收入，商业专业人士和消费者则贡献了17.8亿美元。行业分析师阿努拉格·拉纳写道，纳拉延的离职使得本算稳健的业绩黯然失色。\"自去年初以来，Adobe的财务指标几乎没有显著变化，但股价却下跌了近40%——这很可能是计划进行CEO更迭的关键原因。\"","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-2","news_tag":"executive","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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